Kristen Voigtsberger has been an investment adviser representative at Certior Financial Group since October 2023, and is not listed among the firm’s executive officers or direct owners.
Certior Financial Group, LLC is a King of Prussia, PA firm with $452M under management, 478 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Kristen Voigtsberger’s longest registration is the current one, 3 years at Certior Financial Group since 2023. Before joining Certior Financial Group in 2023, Kristen Voigtsberger was registered through Driveadvisory, LLC and Mywallst Advisory LLC.
- Certior Financial Group, LLCCurrent– present · 3 yearsKing of Prussia, PA · Adviser representative · Firm CRD 285502
- Driveadvisory, LLC– · under a yearWest Chester, PA · Adviser representative · Firm CRD 315146
- Mywallst Advisory LLC– · 2 yearsWest Chester, PA · Adviser representative · Firm CRD 311970
- Hoey Investments, Inc.– · 2 yearsWest Chester, PA · Adviser representative · Firm CRD 152103
Investment adviser representative registrations
Kristen Voigtsberger is registered as an investment adviser representative in Pennsylvania, since October 2023.
- PennsylvaniaSince 4 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 August 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 1987 |
| Series 7 | General Securities Representative Examination | 20 June 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 1692945
- Firm
- Certior Financial Group · CRD 285502
- Office
- 20104 VALLEY FORGE CIRCLE, King of Prussia, PA 19406
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Kristen Voigtsberger work?
Kristen Voigtsberger is an investment adviser representative registered through Certior Financial Group, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kristen Voigtsberger a financial advisor?
Yes. Kristen Voigtsberger has a current investment-adviser registration in Pennsylvania, through Certior Financial Group since October 2023.
How many years of experience does Kristen Voigtsberger have?
Kristen Voigtsberger has 7 years in the financial industry, since August 2019, across 4 adviser firms.
What exams has Kristen Voigtsberger passed?
Kristen Voigtsberger has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1987.
Where did Kristen Voigtsberger work before Certior Financial Group?
Before Certior Financial Group, Kristen Voigtsberger was registered through Driveadvisory, LLC, May 2022 to April 2023; Hoey Investments, Inc., August 2019 to October 2021.
Where is Kristen Voigtsberger based?
Kristen Voigtsberger’s registered office is in King of Prussia, PA.
Is Kristen Voigtsberger registered with FINRA?
No. Kristen Voigtsberger has no current broker registration.
How can I verify Kristen Voigtsberger’s record?
Search CRD 1692945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristen Voigtsberger’s full registration record.
- Gery SadzewiczChief Compliance Officer
- Avi KantorManaging Member